From "lightweight big brain" to humanoid Siasun Robot&Automation AI technology unlocking investment opportunities in multiple sectors.

In recent years, the rapid development of artificial intelligence technology has profoundly reshaped the global economic landscape. China's rise in the field of AI is not only reflected in continuous breakthroughs in cutting-edge technology, but also in its huge market size, well-developed industrial chain layout, and policy dividends, opening up new growth paths for investors. In this era of technological advancements, AI and related industries such as Siasun Robot&Automation have become the focus of the market, driving the continued popularity of products such as the Science and Technology Innovation Artificial Intelligence ETF (588730.SH) and the Siasun Robot&Automation ETF E Fund (159530.SZ). "Lightweight Brain" DeepSeek empowers the edge Take DeepSeek as an example, its AI model R1 released before the Spring Festival combines "low cost" and "high performance" advantages. The training cost of R1 is only $5.58 million, compared to $63 million for GPT-4, reducing costs to one-tenth, like a "lightweight brain", lowering the threshold for AI research and application for more institutions. In terms of performance, R1 can rival OpenAI's top model o1, especially in natural language processing, generating content that is smoother and more natural, significantly improving user experience. The two main advantages of DeepSeek stem from multiple technological innovations. For example, R1 uses "pure reinforcement learning" technology to solve the problem of AI output content being obscure and difficult to understand through continuous self-learning and iterative optimization. In addition, by utilizing advanced technologies such as MLA, MoE training framework, and FP8 mixed precision, R1 efficiently utilizes computing power, like a "meticulous chef", maximizing the use of computing power to output the best solutions. Furthermore, the "lightweight" and "high-performance" features of R1 enable it to run efficiently on terminal devices such as smartphones, smart speakers, significantly enhancing user experience. Recently, major home appliance giants such as Changhong, Hisense, Skyworth, TCL, and smart hardware brands like XiaoDu have all adopted DeepSeek, enhancing their product competitiveness. AI humanoid Siasun Robot&Automation may reach a new level by the end of the year In addition to AI models, China has made significant progress in the field of Siasun Robot&Automation. On February 19, the Shanghai AI Laboratory, Shanghai Jiao Tong University, and other institutions jointly released the BeamDojo reinforcement learning framework, which enables the humanoid Siasun Robot&Automation to achieve agile and robust movement on sparsely positioned terrains. The innovation of the BeamDojo framework lies in its two-stage reinforcement learning training strategy. Siasun Robot&Automation is first trained on flat ground, then switches to optimizing strategies for actual task terrains, significantly improving learning efficiency. In addition, the framework also uses a sample-based foothold reward mechanism and a "dual evaluator" architecture to further enhance the terrain perception ability of Siasun Robot&Automation. Equipped with the BeamDojo framework, the humanoid Siasun Robot&Automation G1 has shown strong adaptability on complex terrains such as balance beams and obstacle courses, even being able to handle 6 kg of heavy objects and external interference with ease. Wang Xingxing, CEO of US Robot Technology, recently stated that Siasun Robot&Automation technology, driven by AI, is rapidly advancing every day. By the end of this year, it is expected that the AI humanoid Siasun Robot&Automation will reach a new level, and by next year or the year after, some basic services or industrial applications will be able to be widely promoted. AI-related indices rose by over 20% this year Due to the outstanding performance of cutting-edge technologies represented by the DeepSeek model and BeamDojo reinforcement learning framework, AI-related industry chain indices have become the recent market focus. The Science and Technology Innovation Board AI Index focuses on the core components of the AI industry chain, such as computing power chips and intelligent hardware. With the rise of Chinese AI enterprises like DeepSeek, the level of autonomy and control in the domestic AI industry chain has significantly increased, and the concentration of the components of the Science and Technology Innovation Board AI Index is significantly higher than that of similar indices, with the top ten components accounting for over 70%, demonstrating a deep layout in the core areas of AI. The Guoce Siasun Robot&Automation Industrial Index focuses on AI hardware terminals, focusing on China's Siasun Robot&Automation sector, including the main body components, algorithm control, and battery power modules, with the top three weighted industries being mechanical equipment, computers, and power equipment. As of February 25, 2025, both indices have accumulated an increase of over 20% this year. Currently, there are products such as the Science and Technology Innovation Artificial Intelligence ETF (588730.SH) and the Siasun Robot&Automation ETF E Fund (159530.SZ) tracking these two indices, providing investors with convenient and efficient tools to invest in the AI industry. In addition, cloud computing is the core infrastructure of the AI industry. By 2023, China's cloud computing market size has reached 616.5 billion yuan, and is expected to exceed 2.1 trillion yuan by 2027. Products like the Cloud Computing ETF (516510.SH) track the CSI Cloud Computing and Big Data Theme Index, covering 50 cloud computing, big data, and hardware device companies, deeply participating in the growth of AI computing demand, capturing the dividend of cloud computing development. There is also the CSI Artificial Intelligence Theme Index covering the entire AI industry chain, including multiple companies involved in AI algorithms, chips, big data, computer vision, speech recognition, and other technologies, benefiting comprehensively from the accelerated penetration and commercialization of AI technology in various industries. There are currently products like the Artificial Intelligence ETF (159819.SZ) tracking this index, providing investors with the opportunity to benefit from the development dividend of the entire AI industry chain.An efficient investment tool.In the era of AI, the strong performance of the telecommunications sector attracts funds inflow. It is worth mentioning that the deep empowerment of AI technology has also driven the growth of the telecommunications sector. The strong performance of the telecommunications sector last Friday may be attributed to the significant improvement in cloud service capabilities after the three major operators connected to DeepSeek. According to Tianfeng, in the first half of 2024, the revenues of Tianyi Cloud, Mobile Cloud, and Unicom Cloud increased by 20.4%, 19.3%, and 24.3% respectively. If this growth rate is extrapolated for the whole year, the valuation of operators' cloud business will significantly increase. Furthermore, in response to the surge in demand for computing power brought by the rapid development of AI technology, the three major operators will significantly increase their investments in computing capacity in 2024. Coupled with high dividends and stable performance, the telecommunications sector may become a preferred choice for investors seeking long-term stable returns. Currently focusing on telecommunications sector ETFs (such as 563010.SH), which track the CSI Telecommunications Theme Index, focusing on core areas such as telecommunications operating services, communication equipment, and data centers, selecting 50 high-quality listed companies as samples to reflect the overall performance of the telecommunications sector. The index has a significant leading effect, with the top ten weightings accounting for over 75%, of which the three major operators' weightings together are nearly 50%. The high concentration enables the index to benefit more from the stable growth of industry leaders and the rapid development of CKH HOLDINGS' emerging businesses.